Gamble Jones Investment Counsel’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.6M | Buy |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $771K | Buy |
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|
2020
Q2 | $716K | Sell |
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|
2020
Q1 | $725K | Sell |
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|
2019
Q4 | $6.38M | Sell |
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|
2019
Q3 | $6.71M | Sell |
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|
2019
Q2 | $6.65M | Sell |
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|
2019
Q1 | $7.08M | Sell |
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|
2018
Q4 | $7.73M | Buy |
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|
2018
Q3 | $6.42M | Buy |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $1.98M | Sell |
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|
2017
Q4 | $1.98M | Buy |
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|
2017
Q3 | $1.67M | Sell |
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|
2017
Q2 | $1.68M | Buy |
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|
2017
Q1 | $1.57M | Sell |
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|
2016
Q4 | $1.57M | Sell |
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|
2016
Q3 | $1.9M | Sell |
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|
2016
Q2 | $1.6M | Sell |
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|
2016
Q1 | $1.9M | Sell |
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|
2015
Q4 | $2.23M | Sell |
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|
2015
Q3 | $1.96M | Buy |
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|
2015
Q2 | $2.17M | Sell |
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|
2015
Q1 | $2.22M | Sell |
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|
2014
Q4 | $2.34M | Buy |
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|
2014
Q3 | $2.18M | Sell |
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|
2014
Q2 | $2.12M | Buy |
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|
2014
Q1 | $2.13M | Buy |
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|
2013
Q4 | $1.72M | Buy |
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|
2013
Q3 | $752K | Buy |
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|
2013
Q2 | $715K | Buy |
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